The Motley Fool

SEPTEMBER 8, 2024

began selling significant portions of its monster Apple stake. However, the conglomerate did make a few stock buys in the second quarter. Here are two interesting stocks Berkshire Hathaway bought this summer that you should consider for your portfolio. It finally happened. Occidental Petroleum: Betting on U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

The Motley Fool

JULY 13, 2024

Over that 59-year stretch, he steered the conglomerate to average annual returns of 19.8%, which is nearly twice the average annual return delivered by the S&P 500 index over the same period. That said, at least six of the 47 stocks already in Berkshire's $410 billion portfolio of publicly traded securities now use AI in some capacity.

Portfolios 246

Portfolios Conglomerates Banks Shareholders 246

The Motley Fool

APRIL 17, 2024

The claims piled onto the already struggling stock, which had previously been a longtime holding of Warren Buffett's conglomerate, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Buffett and his team have an excellent track record of evaluating management, which is a big reason for the conglomerate's long-term success.

Conglomerates 246

Conglomerates Portfolios Investors Law Firms 246

The Motley Fool

DECEMBER 17, 2023

of Berkshire's stock portfolio. Buffett's is betting big on Apple Buffett's been at the helm of Berkshire since 1965, but one of its biggest investments of all time didn't enter the equity portfolio until 2016. percent of the equity portfolio, it's Berkshire's second-largest holding. The stock offers an uninspiring 0.5%

Portfolios 246

Portfolios Stakes Banks Investing 246

The Motley Fool

JANUARY 26, 2024

When he's considering buying a stake in a company, Buffett likes to see a long track record of success, solid growth potential, and a strong management team. of its $370 billion portfolio of publicly listed stocks. Warren Buffett led the Berkshire Hathaway investment company to market-beating returns every year (on average) since 1965.

Portfolios 246

Portfolios Initial Public Offering Investing Stakes 246

The Motley Fool

AUGUST 22, 2024

According to Berkshire's 13-F filing for the second quarter of 2024 (ended June 30), the conglomerate just sold a substantial amount of stock, which implies Buffett might be feeling cautious about the broader market. It's the most money the conglomerate has invested in any company since Buffett took the helm in 1965.

Conglomerates 246

Conglomerates Stakes Taxes Shareholders 246

The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Such funds offer a diverse portfolio of stocks representing numerous industries.

Portfolios 241

Portfolios Stakes Investing Banks 241

The Motley Fool

SEPTEMBER 16, 2024

So, when Buffett makes changes in Berkshire's investment portfolio, the whole investing world pays attention. And he has been rapidly amassing a position in one super-safe investment -- a position that is approaching 50% of the company's entire investment portfolio. Image source: Getty Images. Should you follow Buffett?

Portfolios 246

Portfolios Investing Taxes Banks 246

The Motley Fool

OCTOBER 24, 2024

He and his team manage a portfolio of publicly traded stocks worth $317 billion, in addition to a $277 billion cash pile and numerous private, wholly owned subsidiaries. That's twice as much as the conglomerate has invested in any single company in its entire history. Apple is the largest holding in Berkshire's portfolio today.

Conglomerates 246

Conglomerates Companies Stakes Shareholders 246

The Motley Fool

AUGUST 28, 2024

What's Warren Buffett's biggest position in his Berkshire Hathaway portfolio? Its stake in Apple is worth $90.7 billion even after Buffett nearly halved the conglomerate's position in the iPhone maker. Berkshire's stake in AmEx totals close to $38.5 billion of the conglomerate's $42.3 But I'd be wrong. Treasuries?

Banks 245

Banks Conglomerates Stakes Investing 245

The Motley Fool

DECEMBER 21, 2023

First purchased by Berkshire in 2016, Apple is now the conglomerate's largest publicly held stock, making up 50% of its $313 billion investment portfolio. Having one stock make up such a large percentage of a portfolio would make most investors nervous. In 2018, Apple stock was 22% of Berkshire's portfolio. Here's why.

Portfolios 245

Portfolios Stakes Conglomerates Investing 245

The Motley Fool

JULY 17, 2024

portfolio than he has bought. Buffett's biggest buys As mentioned, there are only a few stocks Buffett and his portfolio managers have found particularly attractive during the current bull market. As of this writing, Berkshire's stake in Chubb was worth about $6.8 billion in total during that period.

Conglomerates 246

Conglomerates Stakes Shareholders Finance 246

The Motley Fool

APRIL 21, 2024

While the portfolio has stakes in two dozen companies in all, the vast majority is held in just four stocks. million Berkshire shares in a stake worth nearly $7.96 Those factors help explain why Berkshire Hathaway continues to be among Gates' largest stakes. Image source: Getty Images. Currently, the trust holds 19.9

Portfolios 246

Portfolios Investors Stakes Conglomerates 246

The Motley Fool

JULY 28, 2024

The conglomerate has dozens of holdings, but there's a single position that stands out. After purchasing shares of Apple (NASDAQ: AAPL) in the first quarter of 2016, this " Magnificent Seven Stock " now makes up 43% of Berkshire's $400 billion portfolio. In fact, I'd argue that now is a terrible time to buy a stake in Apple.

Portfolios 228

Portfolios Investing Conglomerates Prospects 228

The Motley Fool

AUGUST 5, 2024

Warren Buffett's biggest stock holding Berkshire Hathaway holds an equity portfolio worth about $300 billion. That's despite some significant sales from the Oracle of Omaha over the past three quarters, including about half Berkshire’s stake in the second quarter. The conglomerate already has a market cap approaching $950 billion.

Conglomerates 242

Conglomerates Stakes Prospects Portfolios 242

The Motley Fool

AUGUST 20, 2023

portfolio is invested in these five high-yield dividend stocks. of Berkshire's overall portfolio. of its portfolio. of Berkshire's total portfolio. of Berkshire's overall portfolio. stake in HP (NYSE: HPQ). of the conglomerate's portfolio. It makes up 8.7% However, Berkshire owns a 12.3%

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

NOVEMBER 28, 2023

latest 13F filing revealed that the conglomerate trimmed its stake in Amazon by roughly 5%. However, Buffett said that several of the conglomerate's major equity holdings were overseen by the two investment managers. Buffett revealed in an interview with CNBC in 2019 that Berkshire had at long last added Amazon to its portfolio.

Conglomerates 246

Conglomerates Stakes Shareholders Portfolios 246

The Motley Fool

JULY 13, 2024

Buffett's biggest contrarian bet Chevron (NYSE: CVX) ranks as Berkshire Hathaway 's fourth-largest holding, with the conglomerate's position worth nearly $19.1 Sure, Buffett trimmed Berkshire's stake in Chevron by 2.5% The conglomerate's stake in Occidental Petroleum is worth nearly $15.7 earlier this year. of Occidental.

Conglomerates 243

Conglomerates Stakes Shareholders Portfolios 243

The Motley Fool

JUNE 14, 2023

While Buffett still runs Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , the firm that he took over in 1965 and built into one of the largest conglomerates in the world, he now has many other investors that work with him at Berkshire and have their own autonomy including Todd Combs and Ted Weschler. if Berkshire wanted to.

Conglomerates 264

Conglomerates Stakes Investing Asset Management 264

The Motley Fool

DECEMBER 3, 2023

Diversifying the holdings in your investment portfolio can be a valuable tool for most investors. Buffett's hyper-concentrated approach to portfolio composition won't be a good fit for most investors, but it's undoubtedly served him well through the years. of Berkshire Hathaway's portfolio is invested in Apple stock as of this writing.

Portfolios 246

Portfolios Banks Investing Conglomerates 246

The Motley Fool

FEBRUARY 4, 2024

The conglomerate first started buying shares in the iPhone maker during the first quarter of 2016. of Berkshire's entire portfolio is represented by just Apple. stake in Apple thanks to its holding of nearly 916 million shares. This sizable cash infusion would only exacerbate the conglomerate's problem. A whopping 45.7%

Conglomerates 246

Conglomerates Stakes Capital Returns 246

The Motley Fool

JANUARY 11, 2024

Much of the conglomerate's success has been the result of smart stock picking by Buffett -- or as he would prefer to say, business picking. Not all of the stocks added to Berkshire's portfolio have performed well, though. Berkshire first initiated a stake in Paramount Global in the first quarter of 2022. A no-brainer buy?

Conglomerates 244

Conglomerates Stakes Banks Shareholders 244

The Motley Fool

AUGUST 31, 2024

As Chairman and CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett is in charge of managing the bulk of the conglomerate's equity portfolio. But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. billion portfolio, buying 1.95 billion portfolio.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

MAY 23, 2024

Industrial giant General Electric rode its portfolio of businesses -- from aerospace to financial services -- to a $100 billion valuation in 1995. The conglomerate owns substantial positions in private and public success stories like GEICO, Coca-Cola , and even Apple. That's just one of the conglomerate's many success stories.

Conglomerates 233

Conglomerates Stakes Banks Portfolios 233

The Motley Fool

SEPTEMBER 26, 2024

The position accounted for almost half of the conglomerate's entire stock portfolio, and considering it only had a cost-basis of around $38 billion, it was sitting on a very nice profit. Buffett said it was for tax reasons, but then Berkshire proceeded to sell a whopping 49% of its remaining Apple stake during Q2!

Conglomerates 246

Conglomerates Exchange-Traded Funds Stakes Shareholders 246

The Motley Fool

FEBRUARY 28, 2024

It has amassed an expansive portfolio that includes several wholly owned private companies, and 47 publicly traded stocks and securities. But that's just one of the conglomerate's many success stories. Berkshire now has a full ownership stake in a number of famous businesses including Dairy Queen, Duracell, and GEICO.

Conglomerates 246

Conglomerates Banks Stakes Prospects 246

The Motley Fool

JANUARY 31, 2024

You won't find many of the hottest growth stocks on the market in Warren Buffett's Berkshire Hathaway portfolio. Apple (NASDAQ: AAPL) ranks as the biggest position in Berkshire's portfolio by far. The conglomerate's stake is currently worth close to $175.9 Like Berkshire, NEAM has a stake in Apple.

Stakes 246

Stakes Conglomerates Investing Asset Management 246

The Motley Fool

APRIL 27, 2024

Some of Berkshire's strong gains can be attributed to high-flying stocks in its investment portfolio. Shares of the Japanese conglomerate have skyrocketed over 40% this year. Berkshire owns stakes of roughly 9% in five Japanese trading companies. However, when Berkshire owns a stake in a company, Buffett owns a stake too.

Stakes 246

Stakes Conglomerates Financial Services Shareholders 246

The Motley Fool

JANUARY 15, 2024

Sure, shares of the giant conglomerate jumped 15%. But Buffett's portfolio includes six Nasdaq-100 stocks. All the Nasdaq-100 stocks Buffett owns Apple (NASDAQ: AAPL) ranks as the largest holding by far in Buffett's Berkshire Hathaway portfolio. Buffett's stake in Amazon (NASDAQ: AMZN) is much smaller. wasn't as hot.

Conglomerates 245

Conglomerates Stakes Portfolios Banks 245

The Motley Fool

OCTOBER 2, 2024

With the sale of its 70% stake in satellite television provider DIRECTV, telecom giant AT&T (NYSE: T) is finally fully out of the media business. The company wasted many billions of dollars over the past decade in an ill-fated attempt to transform itself into a media conglomerate. It paid a staggering $48.5

Stakes 246

Stakes Conglomerates Debt Taxes 246

The Motley Fool

AUGUST 27, 2024

The conglomerate's portfolio includes a host of high-quality stocks like Apple , Coca-Cola , and American Express , but in 2020, it acquired a small stake in cloud computing company Snowflake (NYSE: SNOW). All three tech giants have diverse portfolios of other growing businesses, which Snowflake doesn't have.

Conglomerates 245

Conglomerates Leveraging Stakes Portfolios 245

The Motley Fool

JUNE 13, 2024

However, as the world stands on the cusp of an artificial intelligence (AI) revolution, it's worth examining whether Berkshire Hathaway's stock portfolio is adequately prepared for the potential disruption. Berkshire Hathaway's stock portfolio doesn't reflect this important dynamic. Image source: The Motley Fool.

Conglomerates 246

Conglomerates Leveraging Stakes Portfolios 246

The Motley Fool

SEPTEMBER 22, 2024

Buffett's conglomerate has been steadily selling off Bank of America, and it's not fully clear why. Some have suggested that Berkshire is interested in getting its stake below 10% so it doesn't have to report its activity in the stock anymore. In recent years, Bank of America (NYSE: BAC) has been Berkshire's No.

Banks 246

Banks Conglomerates Stakes Assets 246

The Motley Fool

APRIL 28, 2024

Besides having wholly owned operating businesses, Berkshire Hathaway holds a massive $374 billion public-equities portfolio. In total, there are nearly four dozen stocks in which the conglomerate has a stake. You'll quickly realize, however, that Apple (NASDAQ: AAPL) makes up 41% of the entire portfolio.

Portfolios 189

Portfolios Conglomerates Investing Stakes 189

The Motley Fool

NOVEMBER 29, 2023

Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. Although the Oracle of Omaha and his team weren't too active on the buy side of the equation, satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI) was re-added to Berkshire's portfolio following a roughly two-year absence.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

AUGUST 14, 2024

Warren Buffett's diversified conglomerate generated those steady returns even as inflation, elevated interest rates, and geopolitical conflicts rattled the broader markets. It generates a lot of cash through its wholly owned subsidiaries, and it invests a lot of that capital back into its investment portfolio and short-term treasuries.

Conglomerates 246

Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246

The Motley Fool

JUNE 7, 2024

People tend to want to own stakes in exciting companies making headlines. Berkshire is a basket of stocks and a bunch of privately owned (not publicly traded) companies that collectively make up a massive conglomerate. The ultimate moral of the story is to begin building your stake in Berkshire as soon as possible.

Conglomerates 246

Conglomerates Stakes Banks Active Investors 246